Polley Insurance and Risk Management
Acquisition in 2022
Polley Insurance and Risk Management is a Gold River, California-based firm that specializes in providing comprehensive risk management and insurance services. The company offers a range of solutions, including commercial insurance, employee benefits, and personal insurance, aimed at addressing the diverse risks and exposures faced by its clients. Through its tailored programs, Polley Insurance and Risk Management seeks to ensure that individuals and businesses are adequately protected against potential liabilities and uncertainties.
Confie Holding
Acquisition in 2021
Confie Holding is a prominent independent distributor of personal lines insurance in the United States, encompassing both standard and non-standard markets. Based in Huntington Beach, California, the company specializes in providing a range of insurance brokerage services, including personal and commercial lines insurance products. Confie's growth has been driven by a combination of organic expansion and strategic acquisitions, reflecting its commitment to meeting customer needs for cost, choice, and convenience. With a robust infrastructure and extensive industry expertise, Confie positions itself as a leader in the insurance distribution sector, aiming to strengthen its presence and service offerings across the nation.
Group Insurance
Acquisition in 2021
Group Insurance is a full-service employee benefits provider and one of Louisiana’s leading group insurance brokerage firms.
InvisionBenefit
Acquisition in 2019
InvisionBenefit, Inc. is a broker, consultant, and administrator specializing in employee benefits and human resources consulting. Established in 2000 and headquartered in Lake In The Hills, Illinois, the company provides a comprehensive suite of services, including enrollment and advisory support, aimed at helping organizations manage their employee benefits effectively. InvisionBenefit operates as a subsidiary of Alliant Insurance Services, Inc.
Boynton & Boynton Insurance
Acquisition in 2017
Boynton & Boynton is a privately held insurance agency based in Fair Haven, New Jersey, specializing in a wide range of insurance services for both commercial and personal clients. The firm offers comprehensive solutions including property and casualty insurance, professional liability, and employee benefits, catering to various industries across New York, New Jersey, and Pennsylvania. With a team of over 80 professionals, Boynton & Boynton is recognized for its commitment to personalized service and in-depth regional expertise. The agency focuses on creating tailored insurance programs that meet the specific needs of its clients, providing ongoing management and support to streamline claims handling and loss control services.
SES Insurance Brokerage Services
Acquisition in 2017
SES Insurance Brokerage Services provides specialty insurance and reinsurance solutions for financial institutions and real estate investors. The company underwrites complex risks, manages claims, and offers risk engineering support to help clients protect portfolios of real estate and other high-risk assets. It focuses on master policy programs for portfolios owned or controlled by banks, lenders, and investors, delivering proactive relationship management, strong customer service, and innovative products and technology to support clients' business goals. With a 27-year history, SES serves as a strategic resource for clients seeking financial protection and risk coverage across high-risk industries.
Burkhardt Consulting
Acquisition in 2017
Burkhardt Consulting is a leading employee benefit management consulting firm known for its expertise in cost management and plan administration. The company offers a range of consulting services designed to assist employers in effectively managing their employee benefit programs, which include dental, disability, vision, and medical insurance, as well as health reimbursement accounts. Burkhardt Consulting is recognized for its wide access to resources, quick response times, and personalized service, ensuring that clients receive quality support in the daily administration of their benefit plans. The firm’s proven track record positions it as a trusted partner for organizations seeking to optimize their employee benefit offerings.
Mesirow Insurance Services
Acquisition in 2016
Mesirow Insurance Services (MIS) is a division of Mesirow Financial established in 1972. It employs approximately 350 people and serves a diverse, regional client base. MIS is a full-service insurance brokerage and consultant specializing in property and casualty insurance, employee benefits, life and disability, private client insurance, and structured settlements.